Categories
Tag: spy
Categories
The Dollar and Trade
Categories
No Sign Of Slowdown
Ignore the market action today……better economic results lead to higher markets over time…
Categories
S&P 500 Intrinsic Value Update
If your gonna compare the current market to the last two bubble we had (internet and housing), you’re gonna have to wait until the S&P 500 hits 4700 (and earnings stay flat) before we can start having that conversation.
Categories
Insider Buying Spiking
Categories
FANG, S&P 500, Danaher
We’ve been “in the late innings” of this economic expansion it seems for years. The last 18 months have featured almost daily recession predictions…..ALL have been wrong
Categories
Employment Demand Reaches New High
Not a very recessionary signal…..
We keep hearing on TV “the stock market is predicting…….”. The problem is markets go up and down every single day. In the short term, they predict nothing
Categories
Housing and GDP
Dodd/Frank has caused the distortions we see in the housing market.
Categories
1995 Redux?? (updated)
Categories
S&P Intrinsic Value Index Update
Last month the media said rising rates were going to cause a recession. This month rates are falling and they say that is predicting a recession. No wonder people are confused and worried. Which is it? Neither…..